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On this episode of Speaking of Quality, Hank Smith is joined by Maxine Cuffe, Vice President & Director of Global Strategies at The Haverford Trust Company. Together, Hank and Maxine take a look back at the episodes and guests from Season 5 of Speaking of Quality and recount some of their favorite moments. They share valuable lessons learned throughout the season about navigating change and the future of the economy.
On this episode of Speaking of Quality, Hank Smith is joined by Rosemary DiRita, Vice President and Philanthropic Advisor at Haverford Trust. In their conversation, Rosemary and Hank discuss the challenges nonprofits face today, creative structures for giving, and the role of a philanthropic advisor. During the Planning in Practice segment, Bryan Tracy, Vice President and Director of Wealth Planning at Haverford Trust, shares how investors and their families can start having conversations about and planning for charitable giving.
On this episode of Speaking of Quality, Hank Smith is joined by Loretta Mester, member of The Haverford Trust Company’s Board of Directors and former President and Chief Executive Officer of the Federal Reserve Bank of Cleveland. In their conversation, Loretta and Hank discuss fiscal policy, lessons from previous economic crises, and the current economic outlook. During the Planning in Practice segment, Bryan Tracy, Vice President and Director of Wealth Planning at Haverford Trust, dives into how economic policy impacts individual financial goals and objectives.
On this episode of Speaking of Quality, Hank Smith is joined by Pat Roberts and Nancy Blair, co-founders of AIM Academy and the AIM Institute for Learning and Research. In their conversation, Pat, Nancy and Hank discuss overcoming entrepreneurial challenges, planning for the future, and the importance of literacy and diverse methods of learning.
On this episode of Speaking of Quality, Hank Smith is joined by Joyce Abbott, a distinguished, award-winning, retired Philadelphia School District educator, author, public figure, and namesake of the popular ABC TV series called Abbott Elementary. In their conversation, Joyce and Hank discuss the power of teamwork, her philosophy for teaching, and the importance of learning about financial literacy and civics at an early age.
On this episode of Speaking of Quality, Hank Smith is joined by Lauren Swartz, President and CEO, World Affairs Council of Philadelphia. In their conversation, Lauren and Hank discuss the value of global perspectives, the power of communication in international business, and the role of geopolitics in both the local and global economy.
On this episode of Speaking of Quality, Hank Smith is joined by Carly Meyer Bentley, CEO & Founder, The Freckled Strawberry, Inc. Carly and Hank have an important conversation about financial independence and resilience, the role family values play in our relationships with money, and the importance of financial literacy. During the Planning in Practice segment, Bryan Tracy is joined by Gina Parissi, Senior Wealth Planner at Haverford Trust, to discuss strategies for families to have open conversations around their financial health and plans.
Welcome to Speaking of Quality: Wealth Management Insights with Hank Smith, a podcast by The Haverford Trust Company. In this episode, Hank Smith, Director and Head of Investment Strategy at Haverford Trust, kicks off Season 5 of the podcast and unveils this season’s theme “Navigating Change: Key Decisions Driving the Future of the Economy.” Hank also introduces a new segment of the podcast called “Planning in Practice” that will take listeners deeper into the wealth planning lessons shared during discussions with guests.
Throughout the season, Hank will chat with a tremendous lineup of guests including Philadelphia icons, nonprofit leaders, and entrepreneurs who will share their own stories of navigating change. Tune in to Speaking of Quality wherever you listen to podcasts and subscribe to hear from our exciting line-up of guests.
On this episode of Speaking of Quality, Hank Smith is joined by Maxine Cuffe, Vice President & Director of Global Strategies at The Haverford Trust Company. Together, Hank and Maxine take a look back at the episodes and guests from Season 4 of Speaking of Quality and share some of their favorite moments. They review the economic outlook for the year and share valuable lessons learned throughout the season about key economic drivers.
On this episode of Speaking of Quality, Hank Smith is joined by Diane Duda, as a PA MEDI Medicare counselor with 40 years of experience in the insurance industry. In their conversation, Diane tells Hank about PA MEDI’s mission and its work to educate consumers about Medicare and the options available on the market. Diane also discusses how Medicare is funded, the premium structures for Part A and Part B, the differences of Medicare Advantage, and the benefits of Medicare Supplement Insurance.
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